See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,839 | $140,940-90.9% | $112,229-88.6% | $139,434-90.8% |
| Participation rate | 58.8% | 79.2%-20.4pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | 14.17% | 32.71%-18.5pp | 30.20%-16.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $117 | $9,954-98.8% | $7,748-98.5% | $11,403-99.0% |